Case Study: Activating the Fund’s Endowment for Extra Impact

The story behind the Rockefeller Brothers Fund’s Mission-Aligned and Impact Investment strategies is the subject of a case study by The ImPact, an organization that provides family enterprises, businesses, and foundations with the knowledge and network to increase the flow of capital toward investments that generate measurable social impact. RBF trustee Justin Rockefeller serves as one of the co-founders of The ImPact.

The new case study offers actionable insights that families and organizations can use to align their investments with their values. It describes the Fund’s evolution from advocating for improved social and environmental policies through proxy voting at publicly-traded companies in its portfolio, to stewarding capital toward investments that embody environmental sustainability and socially responsible growth. By shifting its investment management model, the Fund was able to utilize more than the annual expenditure of 5 percent of its endowment dedicated to grantmaking and deploy more of its assets to support its philanthropic mission.

Related Links

Read Rockefeller Brothers Fund: A Case Study for Impact Investing [PDF]

The ImPact

Mission-Aligned Investing